DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
V•••••• P••• C••••••
Legal name V•••••• P••• C•••••• A•••••••• L••
Latest filing Jul 30, 2026
First filing on the tape Feb 14, 2012 · 30 filings
SEC status approved since Mar 30, 2012
RAUM
$3.6B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
60
36 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
26
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$3.6B as of Jul 30, 2026
Apr 1, 2013$927M then
HNW client RAUM$0 as of Jul 30, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Jul 30, 2026
Apr 1, 20130 then
Employees (5.A)60 as of Jul 30, 2026
Apr 1, 201320 then
Private funds26 as of Jul 30, 2026
Apr 1, 20135 then
RAUM -18% over the last fiscal year-8.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $86.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 5.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -18%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.4B92%
- Insurance companies$215M5.9%
- Corporations and businesses$79.4M2.2%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 42reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.92 institutional_share=0.06 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
38 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V•• A•••• B••••• O••••••••• C••••• F••• ••••••••• L••• | Private Equity Fund | $719M | 53 | Mar 29, 2022 |
| V•• A•••• B••••• O••••••••• C••••• F•••• L••• | Private Equity Fund | $562M | 8 | Mar 29, 2022 |
| V•• S••••••••• L••• | Private Equity Fund | $532M | 10 | Mar 29, 2022 |
| V•• S•••••••• L•••••• I••••••••• P•• | Other Private Fund | $343M | 0 | Mar 30, 2016 |
| V•• I••••••• F••• M• L• | Private Equity Fund | $311M | 2 | Mar 30, 2021 |
| V•• I••••••• F••• S• L••• | Private Equity Fund | $236M | 31 | Mar 30, 2021 |
| V•• I••••••• F••• L• L••• | Private Equity Fund | $221M | 2 | Mar 29, 2022 |
| V•• A•••• B••••• O••••••••• C••••• F••• I•• L••• | Private Equity Fund | $213M | 2 | Mar 29, 2024 |
| V•• I••••••• F••• A• L•••no longer reported | Private Equity Fund | $202M | 2 | Mar 31, 2015 |
| V•• S•••••• O••••••••• F••• I•• O••••••• L••• | Private Equity Fund | $181M | 27 | Mar 30, 2016 |
| V•• L•••• F•••••• F•••• L••• | Private Equity Fund | $140M | 2 | Mar 23, 2023 |
| V•• C••• L••• | Private Equity Fund | $130M | 3 | Mar 29, 2024 |
| V•• A•••• B••••• O••••••••• C••••• O••••••• F•••• L••• | Private Equity Fund | $125M | 2 | Mar 29, 2022 |
| V•• I••••••• F••• W• L•• | Private Equity Fund | $102M | 3 | Mar 26, 2019 |
| V•• I••••••• F••• P• L••• | Private Equity Fund | $99.7M | 2 | Mar 23, 2023 |
| V•• I••••••• F••• B• I•• L••no longer reported | Private Equity Fund | $98.0M | 2 | Mar 31, 2017 |
| V•• I••••••• F••• C• L••• | Private Equity Fund | $95.4M | 15 | Mar 30, 2016 |
| V•• I••••••• F••• G••• L•• | Private Equity Fund | $90.7M | 3 | Mar 26, 2019 |
| V•• I••••••• F••• C••• L••• | Private Equity Fund | $79.5M | 4 | Mar 29, 2022 |
| A••• S•••••• O••••••••• F••• I• L•• | Private Equity Fund | $46.2M | 8 | Mar 30, 2021 |
| V•• C•••• L• | Private Equity Fund | $37.7M | 48 | Aug 20, 2012 |
| V•• F••• I•• L••• | Private Equity Fund | $33.6M | 42 | Feb 14, 2012 |
| V•• O•••••• S•••••••• F•••••• F••• I•• L••• | Private Equity Fund | $32.2M | 125 | Mar 31, 2017 |
| V•• A•••• B••••• O••••••••• C••••• F••• •••••••• I•• L••• | Private Equity Fund | $27.1M | 14 | Mar 29, 2024 |
| V•• I••••••• F••• B• L•• | Private Equity Fund | $25.7M | 2 | Mar 31, 2015 |
| A••• D••••• I••••••••• L•• | Private Equity Fund | $21.2M | 17 | Mar 29, 2022 |
| V•• I••••••••• F••• I• •••••••• L••• | Private Equity Fund | $18.6M | 13 | Feb 14, 2012 |
| V•• O•••••• S•••••••• F•••••• F••• I••• L••• | Private Equity Fund | $15.5M | 9 | Mar 27, 2020 |
| V••••••• O••••••••• M••••• F••• L•no longer reported | Hedge Fund | $14.1M | 10 | Mar 30, 2016 |
| V•• I••••••• F••• G••• L••• | Private Equity Fund | $12.3M | 4 | Mar 31, 2017 |
| D•••••••• L•• | Private Equity Fund | $7.7M | 48 | Mar 29, 2022 |
| V•• S•••••••• L•••••• F••• •••• L•••no longer reported | Private Equity Fund | $4.5M | 2 | Mar 30, 2016 |
| V•••••• P••• C••••• O••••••••• L•••no longer reported | Private Equity Fund | $3.7M | 47 | Aug 20, 2012 |
| V•••••• P••• C••••• O••••••••• I••••••••• F•••• L•••no longer reported | Private Equity Fund | $3.3M | 10 | Feb 14, 2012 |
| S•• O••••••••• F•••• L••• | Private Equity Fund | $1.4M | 3 | Mar 30, 2021 |
| V•• S•••••••• L•••••• F••• •••• L••• | Hedge Fund | $441,883 | 3 | Mar 31, 2017 |
| V•• O••••••• U••••••••• P•••••• D••• F•••• L••• | Private Equity Fund | $318,946 | 7 | Mar 31, 2015 |
| V•• S•••••••• F•••••• F••• I• L•••no longer reported | Private Equity Fund | $0 | 85 | Mar 31, 2015 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• B••••••• F•••••• · Senior Partnercontrolsince 09/2007 · owns 10% to 25%
- L•••• R••••••• N••• · Ceo, Managing Partnercontrolsince 09/2007 · owns 10% to 25%
- S••••••••• J••••••• E••••• · Chief Operating Officercontrolsince 01/2018 · owns less than 5%
- S••••••••• O•••••• N•• · Chief Financial Officer & Chief Compliance Officercontrolsince 10/2019 · owns less than 5%
- Z••••••• S••••• R•••••• · General Counselcontrolsince 09/2008 · owns less than 5%
- C••••••• B••••••• F•••••• · Trusteecontrolsince 12/2017 · owns F of B•••••• F• C•••••• R•••••••• T•••• U•••• J••• 2•• 2•••
- L•••• R••••••• N••• · Trusteecontrolsince 12/2017 · owns F of R•••••• N• L••• R•••••••• T•••• U•••• M•• 1•• 2•••
Entity owners
- J•••• H•••••••• U• ••••••••• I••• · Memberdirect · owns 50% to 75% · public reporting company
- V•••••• P••• C•••••• A••••••• M••••••••• G•• L•• · Managing Memberdirect · owns less than 5%
- V•••••• P••• C•••••• A••••••• M••••••••• L••• · Memberdirect · owns 25% to 50%
- A••••• I••••••••• M••••••••• P•• L•••••• · Trusteeindirect · owns F of A••••• T••••
- A••••• T•••• · Memberindirect · owns 75% or more of N••••••• L••••• M••••• L••
- B•••••• F• C•••••• R•••••••• T•••• U•••• J••• 2•• 2••• · L•••••• Partnerindirect · owns F of V•••••• P••• C•••••• A••••••• M••••••••• L•••
- B•••••• F• C•••••• R•••••••• T•••• U•••• J••• 2•• 2••• · Memberindirect · owns F of V•••••• P••• C•••••• A••••••• M••••••••• G•• L••
- J•••• H•••••••• G•••• P•• · Shareholderindirect · owns 75% or more of J•••• H•••••••• U• ••••••••• I••• · public reporting company
- P•••••• C•••••• G•••• L•••••• · Unitholderindirect · owns F of A••••• T••••
- R•••••• N• L••• R•••••••• T•••• U•••• M•• 1•• 2••• · Managing Memberindirect · owns F of V•••••• P••• C•••••• A••••••• M••••••••• G•• L••
- R•••••• N• L••• R•••••••• T•••• U•••• M•• 1•• 2••• · L•••••• Partnerindirect · owns F of V•••••• P••• C•••••• A••••••• M••••••••• L•••
- V•••••• P••• C•••••• A••••••• M••••••••• G•• L•• · General Partnerindirect · owns F of V•••••• P••• C•••••• A••••••• M••••••••• L•••
- N••••••• L••••• M••••• L•• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- A••• S•••••• O••••••••• F••• I• G•• L•••pooled vehicle sponsorn
- S•• O••••••••• F••• G•• L•••pooled vehicle sponsorn
- T•••••• C•••••• M••••••• L••broker-dealern
- V•••••• P••• G• I•• L••pooled vehicle sponsorn
- V•••••• P••• G•• L••pooled vehicle sponsorn
- V•• A•••• B••••• O••••••••• G•• L•••pooled vehicle sponsorn
- V•• C••• G•• L•••pooled vehicle sponsorn
- V•• C•• G•• L•••pooled vehicle sponsorn
- V•• F••• I• C••••• L••pooled vehicle sponsorn
- V•• I••••••• F••• C•• G•• L•••pooled vehicle sponsorn
- V•• I••••••• F••• G• B• L•••pooled vehicle sponsorn
- V•• I••••••• F••• G• C• L•••pooled vehicle sponsorn
- V•• I••••••• F••• G• G••• L•••pooled vehicle sponsorn
- V•• I••••••• F••• G• G• L•••pooled vehicle sponsorn
- V•• I••••••• F••• G• M• L•••pooled vehicle sponsorn
- V•• I••••••• F••• G• W• L•••pooled vehicle sponsorn
- V•• I••••••• F••• L• G•• L•••pooled vehicle sponsorn
- V•• I••••••• F••• P• G•• L•••pooled vehicle sponsorn
- V•• I••••••• F••• S• G•• L•••pooled vehicle sponsorn
- V•• L•••• F•••••• F••• G•• L•••pooled vehicle sponsorn
- V•• P•••••• D••• F••• G•• L•••pooled vehicle sponsorn
- V•• S•••••• O••••••••• F••• I•• G•• L•••pooled vehicle sponsorn
- V•• S•••••••• F•••••• F••• G• I•• L•••pooled vehicle sponsorn
- V•• S•••••••• F•••••• F••• G• I••• L•••pooled vehicle sponsorn
- V•• S•••••••• L•••••• F••••• F••• ••• G•• L•••pooled vehicle sponsory
- V•• S•••••••• G•• L•••pooled vehicle sponsorn
- V•• U••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Corporate clients · 1 to 5Jan 15, 2026 to Mar 27, 2026
- Pooled vehicle clients · 37 to 33Jan 15, 2026 to Mar 27, 2026
- Private funds · 27 to 26Jan 15, 2026 to Mar 27, 2026
- Discretionary RAUM · $4.4B to $3.6BJan 15, 2026 to Mar 27, 2026
- Non-discretionary RAUM · $19.4M to $79.3MJan 15, 2026 to Mar 27, 2026
- Pooled vehicle RAUM · $4.4B to $3.4BJan 15, 2026 to Mar 27, 2026
- RAUM · $4.5B to $3.6BJan 15, 2026 to Mar 27, 2026
- Related adviser · false to trueJan 15, 2026 to Mar 27, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 5, 2025
- Accounts · 43 to 42Nov 8, 2024 to Mar 31, 2025
- Advisory employees · 35 to 36Nov 8, 2024 to Mar 31, 2025
- Advisory activities · 1 to 2Nov 8, 2024 to Mar 31, 2025
- Pooled vehicle clients · 38 to 37Nov 8, 2024 to Mar 31, 2025
- Employees · 57 to 60Nov 8, 2024 to Mar 31, 2025
- Private funds · 31 to 27Nov 8, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.6B to $4.4BNov 8, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $26.1M to $19.4MNov 8, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $4.6B to $4.4BNov 8, 2024 to Mar 31, 2025
- RAUM · $4.6B to $4.5BNov 8, 2024 to Mar 31, 2025
- Advisory employees · 29 to 35Mar 23, 2023 to Mar 29, 2024
- Employees · 51 to 57Mar 23, 2023 to Mar 29, 2024
- Private funds · 29 to 31Mar 23, 2023 to Mar 29, 2024
- Discretionary RAUM · $4.7B to $4.6BMar 23, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $39.0M to $26.1MMar 23, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $4.6B to $4.6BMar 23, 2023 to Mar 29, 2024
- RAUM · $4.7B to $4.6BMar 23, 2023 to Mar 29, 2024
- Related broker-dealer · false to trueMar 23, 2023 to Mar 29, 2024
- Accounts · 38 to 43Mar 29, 2022 to Mar 23, 2023
- Advisory employees · 30 to 29Mar 29, 2022 to Mar 23, 2023
- Pooled vehicle clients · 33 to 38Mar 29, 2022 to Mar 23, 2023
- Employees · 45 to 51Mar 29, 2022 to Mar 23, 2023
- Private funds · 27 to 29Mar 29, 2022 to Mar 23, 2023
- Discretionary RAUM · $4.1B to $4.7BMar 29, 2022 to Mar 23, 2023
- Non-discretionary RAUM · $91.1M to $39.0MMar 29, 2022 to Mar 23, 2023
- Pooled vehicle RAUM · $4.0B to $4.6BMar 29, 2022 to Mar 23, 2023
- RAUM · $4.2B to $4.7BMar 29, 2022 to Mar 23, 2023
- Accounts · 30 to 38Mar 30, 2021 to Mar 29, 2022
- Advisory employees · 27 to 30Mar 30, 2021 to Mar 29, 2022
- Corporate clients · 0 to 1Mar 30, 2021 to Mar 29, 2022
- Pooled vehicle clients · 27 to 33Mar 30, 2021 to Mar 29, 2022
Signals
3 dated events
- V•••••• P••• C•••••• reported RAUM $4.2B, up 33% from $3.1B (2021-03-30 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- Nmn Olibia Stamatoglou (Chief Financial Officer) appeared on Schedule A of V•••••• P••• C••••••Mar 27, 2020 · Control person joined · fact
- Joshua Terrence Walters (Chief Compliance Officer) no longer on Schedule A of V•••••• P••• C•••••• (listed 2019-03-26, absent 2019-10-11)Oct 11, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- V•••••• P••• C•••••• · Independent Sponsorsshared crd · capital_provider
- V•••••• P••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- V••••••P•••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-701-1777reportedpublic record, Form ADV, Jul 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026